AMG GW&K Small Cap Core Fund (GWETX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GWETX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GWETX
GWETX charges 1.30% annually. There are 145 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | GWETX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | GWETX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | GWETX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | GWETX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | GWETX vs VSMAX |
Best Risk-Adjusted Alternatives to GWETX
GWETX has a PortfoliosLab risk / return rank of 17. There are 162 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | GWETX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | GWETX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | GWETX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | GWETX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | GWETX vs RYOTX |
Top Performing GWETX Alternatives (YTD)
GWETX is at 14.63% YTD. There are 140 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.81% | — | Dec 1991 | GWETX vs RYOTX | |
| Paradigm Micro-cap Fund | 37.88% | — | Dec 2007 | GWETX vs PVIVX | |
| River Oak Discovery Fund | 34.61% | — | Jun 2005 | GWETX vs RIVSX | |
| Hodges Small Cap Fund | 33.25% | — | Dec 2007 | GWETX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 32.59% | — | Apr 1997 | GWETX vs WWSIX |
Lowest Volatility Alternatives to GWETX
GWETX has 19.71% 1-year volatility. There are 138 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.47% | — | Nov 1996 | GWETX vs HFCGX | |
| DFA International Small Company Portfolio | 14.11% | — | Sep 1996 | GWETX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.66% | — | Feb 2017 | GWETX vs CSMDX | |
| DWS Small Cap Core Fund | 14.84% | — | Jul 2000 | GWETX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.20% | — | — | GWETX vs BOSOX |
Lowest Drawdown Alternatives to GWETX
GWETX has a 1-year max drawdown of -13.26%. There are 160 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | GWETX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | GWETX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | GWETX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | GWETX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | GWETX vs SSCDX |
Other Mutual Funds from AMG
The 10 most viewed AMG mutual funds shown here include YACKX, YAFFX, MBDFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 8 | 15.70% | — | Jul 1992 | GWETX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 16 | 24.99% | — | May 1997 | GWETX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 17 | 0.17% | — | Apr 1993 | GWETX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 21 | 24.17% | — | Jan 2017 | GWETX vs YFSIX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 5 | 2.73% | — | Mar 2007 | GWETX vs ARSMX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -7.13% | — | Jan 1991 | GWETX vs BLUEX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 6.08% | — | Mar 2005 | GWETX vs TMDIX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | 3.28% | — | Jun 2005 | GWETX vs ARSVX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -3.67% | — | Aug 1992 | GWETX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 38 | 23.86% | — | Apr 1987 | GWETX vs SKSEX |
Often Compared With GWETX
Investors most often compare GWETX with NINLX, CHTTX, AUERX. These 8 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 87 | 23.83% | — | May 2010 | GWETX vs NINLX | |
| AMG River Road Mid Cap Value Fund | Mid Cap Value Equities | 2 | 0.81% | — | Sep 1994 | GWETX vs CHTTX | |
| Auer Growth Fund | Small Cap Blend Equities | 83 | 14.41% | — | Dec 2007 | GWETX vs AUERX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 71 | 15.59% | — | Dec 1985 | GWETX vs BRWIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 69 | 20.70% | — | Oct 2002 | GWETX vs TISBX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 60 | 16.52% | — | Dec 2008 | GWETX vs BIAUX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 83 | 32.40% | — | Dec 2001 | GWETX vs HASCX | |
| SouthernSun Small Cap | Small Cap Blend Equities | 22 | 13.72% | — | Oct 2003 | GWETX vs SSSFX |
Compare GWETX with Any Fund or Stock
Compare GWETX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GWETX with funds that move differently
AMG GW&K Small Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GWETX.
Explore GWETX Diversifiers